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MICHAEL J SIEVERT CFP®

President

Mike Sievert is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of financial planning experience.  He is the President and Founder of Exclusive Advisors.  Mike has lived in Jacksonville, FL for over 53 years.  He has been married to his wife Kim for 28 years and they have two boys, Alan (22) a graduate of FSU, and Eric (24) a graduate of FSU.  Mike is a graduate of The Bolles School (’85) and received his Bachelor of Science from the College of Business at Jacksonville University (’90).  He successfully completed the CFP® Professional Education Program through the College for Planning (’97).  He received his CFP® certification in 1998 after successfully passing a two day, 10 hour comprehensive board examination administered by the CFP® Board of Standards.  His clientele is comprised of high to ultra-high-net worth individuals, professionals and owners of closely held companies.  He has been published in numerous financial articles in both the Journal of the Duval County Medical Society: Jacksonville Medicine and the Journal of the Florida Medical Association.  He has also been quoted numerous times in the Jacksonville Business Journal and the business section of the Florida Times Union.  Mike specializes in providing unique risk and wealth management solutions with an emphasis on diversifying traditional investment allocations with alternative investments such as private equity, private debt, private preferred, private real estate and private tax benefit investment programs.

904-363-9995

MICHAEL J SIEVERT CFP®
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*An accredited investor is an individual that has an annual income in excess of $200,000, or joint income with spouse in excess of $300,000 -or- An individual net worth (the fair market value of total assets, but excluding the value of the principal residence, minus liabilities), or joint net worth with spouse in excess of $1,000,000 -or- holds in good standing a Series 7, 65 or 82 license.

We are licensed in the following states.  If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you services at this time.  Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Vermont and Virginia.

Securities offered through Arkadios Capital Member FINRA/SIPC. Advisory Services offered through Arkadios Wealth.  Arkadios Capital and Arkadios Wealth are affiliated through common ownership.

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